Icon Wealth Advisors, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1963212 HOUSTON, TX

Position in PNC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,521,975

+$1,135,438 QoQ

Shares Held

22,427

+6.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#480

of 2,030 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $9,542,254 across 10 Banks - Regional names. PNC ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	22,427	$5,521,975
2	SPFI	South Plains Financial, Inc.	19,250	$829,386
3	TFC	Truist Financial Corp	14,018	$698,376
4	IBOC	International Bancshares Corp	7,488	$568,713
5			11,088	$435,980
6	SSB	SouthState Bank Corp	4,251	$424,674
7	FITB	Fifth Third Bancorp	5,789	$326,325
8	CFR	Cullen/Frost Bankers, Inc.	2,049	$316,611

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,521,975	22,427	+6.4%	Shares	Sole	2026-08-05
2026-03-31	$4,386,537	21,080	+71.1%	Shares	Sole	2026-05-12
2025-12-31	$2,571,344	12,319	+3.4%	Shares	Sole	2026-02-13
2025-09-30	$2,393,679	11,913	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$2,233,684	11,982	-11.0%	Shares	Sole	2025-08-14
2025-03-31	$2,366,391	13,463	-18.2%	Shares	Sole	2025-05-15
2024-12-31	$3,174,311	16,460	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$3,033,573	16,411	-1.0%	Shares	Sole	2024-11-14
2024-06-30	$2,576,148	16,569	-4.1%	Shares	Sole	2024-08-14
2024-03-31	$2,792,124	17,278	-6.0%	Shares	Sole	2024-05-15
2023-12-31	$2,845,523	18,376	-48.5%	Shares	Sole	2024-02-14
2022-12-31	$5,639,563	35,707	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$5,295,295	35,439	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.